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Disclosery

PDS Planning, Inc: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on PEP, newest first. How the timeline and the estimate are built.

PDS Planning, Inc held 10,746 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,746 shares
    Change vs previous 13F +892 shares

    0.08% of the 13F portfolio, value $1,455,065.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,854 shares
    Change vs previous 13F -229 shares

    0.1% of the 13F portfolio, value $1,530,293.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,083 shares
    Change vs previous 13F -184 shares

    0.1% of the 13F portfolio, value $1,447,173.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,267 shares
    Change vs previous 13F +636 shares

    0.1% of the 13F portfolio, value $1,441,900.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,631 shares
    Change vs previous 13F +61 shares

    0.09% of the 13F portfolio, value $1,271,623.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,570 shares
    Change vs previous 13F +1,056 shares

    0.12% of the 13F portfolio, value $1,434,956.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,514 shares
    Change vs previous 13F -591 shares

    0.12% of the 13F portfolio, value $1,294,643.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,105 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,548,270.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).